Montz Harcus Wealth Management LLC Portfolio Holdings
Montz Harcus Wealth Management LLC
- $205 Million
- Q2 2025
Montz Harcus Wealth Management LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $30.5M, Spdr S&P 500 ETF Trust with a value of $28.8M, Invesco Exchange Traded Fd Tr with a value of $12.9M, Spdr Portfolio with a value of $12.2M, and Ishares Tr with a value of $10M.
Examining the 13F form we can see an increase of $23.5M in the current position value, from $181M to 205M.
Below you can find more details about Montz Harcus Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$205 Million
ETFs: $151 Million
Technology: $20.1 Million
Financial Services: $12.4 Million
Consumer Cyclical: $7.31 Million
Communication Services: $6.19 Million
Industrials: $2.97 Million
Energy: $1.94 Million
Consumer Defensive: $1.73 Million
Other: $1.34 Million